BOSTON MANAGEMENT AND RESEARCH
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $154.73B |
| Discretionary | $154.73B100% of AUM |
| Client Accounts | 72 |
| Avg Account Size | $2.15B |
| Employees | 203 |
| Peak AUM | $154.73BMar 2026 |
| AUM CAGR | +5.6% /yrover 25 yrs · 90 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $154.7B | +20.8% | +13.4% | +9.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $154.73B |
| Discretionary | $154.73B |
| Employees | 203 |
| Client Accounts | 72 |
| Client Range | 0 |
Contact & Location
Address
ONE POST OFFICE SQUARE
BOSTON MA 02109
Phone
617-482-8260
Filing History
90 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$154.7B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Mar 2021
•Investment adviser bar/suspension
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Broker-DealerInvestment AdviserRegistered RepFutures Commission MerchantBanking InstitutionTrust CompanyLaw Firm